Downey Advisors, LLC

Services

Comprehensive Financial Planning

Financial Planning services include

Preparation of financial plans, budgets and net worth statements
Review of asset allocation
Review of estate plan and insurance coverage
Attending meetings with investment advisors and attorneys to provide a second opinion on recommendations

Tax Consulting & Compliance

Tax services include

Preparation of federal and state income tax returns, specializing in individuals, trusts and estates
Tax planning and projections to identify potential tax savings
Correspondence with IRS and state taxation authorities when necessary

Financial Organization

Services include

Bill pay
Account reconciliation
General organization of financial information
Special projects as needed by clients

*Services can be provided in-home or off site

About Us

Amy Downey CPA, CFP ®

Prior to forming Downey Advisors, LLC, Amy spent 15 years as Executive Director of Gen-M, Inc. a multi-generational, full-service family office. She served as the family's primary advisor in all aspects of their financial lives. Amy started her career at Ernst & Young working in personal financial planning and tax consulting.

Amy graduated summa cum laude from Rice University in 1993 with a BA in economics and managerial studies. She graduated from the Jesse H. Jones School of Business at Rice University in 1994 with a Master of Accounting. She was a member of the charter class of the Illinois Math and Science Academy. Amy enjoys running, reading, playing volleyball and spending time with her husband and 2 young daughters.

Tracy Balke

Prior to joining Downey Advisors, LLC Tracy worked with Amy at Gen-M, Inc. She assisted with all aspects of managing the office, including tax return preparation, account reconciliation, spreadsheet modeling and assisting clients with specific projects.

Tracy has extensive experience assisting elderly clients with bill pay, reconciling and organizing monthly statements, keeping their financial lives organized and facilitating communication with outside advisors. Tracy also assists clients in navigating the digital world of smartphones, online banking and e-mail. Tracy studied liberal arts and nutrition in college and enjoys running, biking and playing the guitar in her free time.